Wealth Planner: Personal Financial Strategy & Client Growth

TD; Bois-des-Filion; Sur place; CAD 63 000 - 77 000; Plein temps

Avantages offerts par ce poste

Commission-based earnings

Résumé du poste

TD Wealth in Terrebonne, Quebec seeks an experienced Financial Planner to deliver comprehensive financial planning and personalized advice to mass affluent clients. The role centers on goal discovery, relationship building, and ongoing service to help clients meet their financial objectives.

You will conduct reviews, analyze results, and collaborate with the team to strengthen client satisfaction. This position offers growth opportunities and a client-first culture within TD Wealth.

Qualifications

• 3 to 5 years of banking experience
• Willingness to obtain RR licensing with CIRO
• Bilingual English and French required to serve clients in the community

Responsabilités

• Identify client life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise and ongoing services
• Conduct reporting and relevant analysis to draw conclusions and make recommendations
• Contribute to team and department goals while strengthening customer service and dedication
• Monitor service, productivity and efficiency and implement continuous improvements
• Stay ahead of emerging trends and apply best practices in financial planning
• Acquire and apply expertise, provide mentorship and direction to others
• Maintain a culture of risk management and aligned risk appetite
• Participate fully as a team member to deliver exceptional client experience

Connaissances

Financial planning

Entrepreneurial spirit

Industry knowledge

People skills

Communication

Formation

IPF Financial Planner diploma

Description du poste

TD Wealth in Terrebonne, Quebec seeks an experienced Financial Planner to deliver comprehensive financial planning and personalized advice to mass affluent clients. The role centers on goal discovery, relationship building, and ongoing service to help clients meet their financial objectives.

You will conduct reviews, analyze results, and collaborate with the team to strengthen client satisfaction. This position offers growth opportunities and a client-first culture within TD Wealth.